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ULWM

Upper Left Wealth Management Portfolio holdings

AUM $180M
1-Year Est. Return 11.79%
This Fund
S&P 500
This Quarter Est. Return
+0.1%
1 Year Est. Return
+11.79%
3 Year Est. Return
+43.08%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$164M
AUM Growth
+$4.76M
Cap. Flow
+$5.51M
Cap. Flow %
3.36%
Top 10 Hldgs %
43.64%
Holding
67
New
2
Increased
37
Reduced
23
Closed
–

Top Buys

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$929K
2
SCHH icon
Schwab US REIT ETF
SCHH
+$721K
3
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$665K
4
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$625K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$613K

Top Sells

Rank Stock Value
1
IAU icon
iShares Gold Trust
IAU
+$1.31M
2
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$378K
3
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$237K
4
GLD icon
SPDR Gold Trust
GLD
+$186K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$84.2K

Sector Composition

Rank Sector Weight
1 Technology 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IAU icon
1
iShares Gold Trust
IAU
$62.4B
$15.1M 9.2%
185,956
-16,712
-8% -$1.31M
SPYM
2
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$9.66M 5.89%
120,443
+8,364
+7% +$665K
BNDX icon
3
Vanguard Total International Bond ETF
BNDX
$82.2B
$6.53M 3.98%
135,132
+12,418
+10% +$613K
GLDM icon
4
SPDR Gold MiniShares Trust
GLDM
$27.1B
$6.34M 3.86%
74,215
-4,596
-6% -$378K
BCI icon
5
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.45B
$6.2M 3.78%
317,269
+15,420
+5% +$343K
BWX icon
6
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.33B
$6.01M 3.66%
266,826
+27,620
+12% +$625K
IBIT icon
7
iShares Bitcoin Trust
IBIT
$47B
$5.57M 3.39%
112,108
+16,353
+17% +$929K
DBMF icon
8
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.84B
$5.5M 3.35%
195,943
+8,344
+4% +$238K
SCHH icon
9
Schwab US REIT ETF
SCHH
$11.6B
$5.39M 3.29%
258,056
+33,999
+15% +$721K
MCHI icon
10
iShares MSCI China ETF
MCHI
$6.05B
$5.33M 3.25%
88,660
+966
+1% +$60.8K
SCHF icon
11
Schwab International Equity ETF
SCHF
$65.4B
$5.17M 3.15%
214,971
+6,868
+3% +$163K
VNQI icon
12
Vanguard Global ex-US Real Estate ETF
VNQI
$3.49B
$4.88M 2.97%
106,409
+1,548
+1% +$73.1K
SCHE icon
13
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$4.84M 2.95%
147,746
-762
-0.5% -$25.4K
BIL icon
14
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$4.76M 2.9%
52,125
+4,102
+9% +$376K
SCHA icon
15
Schwab U.S Small- Cap ETF
SCHA
$22.7B
$4.7M 2.87%
165,081
+2,264
+1% +$63.9K
SCHC icon
16
Schwab International Small-Cap Equity ETF
SCHC
$5.33B
$4.48M 2.73%
98,352
-1,859
-2% -$84.2K
EMLC icon
17
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.77B
$4.19M 2.55%
162,253
+5,263
+3% +$135K
SCHR
18
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$4.18M 2.55%
166,767
+14,867
+10% +$374K
SCHP icon
19
Schwab US TIPS ETF
SCHP
$16.5B
$4.17M 2.54%
157,323
+12,008
+8% +$322K
VEU icon
20
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$3.77M 2.3%
51,309
-3,263
-6% -$237K
CTA icon
21
Simplify Managed Futures Strategy ETF
CTA
$1.57B
$3.25M 1.98%
119,077
+10,862
+10% +$298K
VWO icon
22
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$3.22M 1.96%
59,857
+3,284
+6% +$178K
FEZ icon
23
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.29B
$3.11M 1.89%
48,255
+1,593
+3% +$101K
IVV icon
24
iShares Core S&P 500 ETF
IVV
$881B
$3.09M 1.88%
4,514
-66
-1% -$44.8K
VEA icon
25
Vanguard FTSE Developed Markets ETF
VEA
$226B
$2.75M 1.67%
43,986
+736
+2% +$45.1K
1
2 3

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Upper Left Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Upper Left Wealth Management held 67 positions worth $164M, up 3% from $159M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Upper Left Wealth Management deployed $5.51M of net new capital in Q4 2025, opening 2 new positions and adding to 37 existing holdings. Its largest new stake was Bitwise Bitcoin ETF: 5,627 shares worth $268K.

By sector, the portfolio is most concentrated in Technology at 0.38% of assets, up from 0.22% a quarter earlier.

On the sell side, the largest reduction was iShares Gold Trust, an estimated $1.31M trimmed.

  • Upper Left Wealth Management's largest Q4 2025 buy was Bitwise Bitcoin ETF: 5,627 shares worth $268K.
  • Upper Left Wealth Management added most to iShares Bitcoin Trust in Q4 2025, an estimated $929K increase.
  • Upper Left Wealth Management's biggest Q4 2025 reduction was iShares Gold Trust, cutting an estimated $1.31M.
  • Upper Left Wealth Management's ten largest holdings make up 44% of its $164M portfolio in Q4 2025.
  • Upper Left Wealth Management opened 2 new positions and closed 0 in Q4 2025.
  • Upper Left Wealth Management's portfolio value rose 3% quarter-over-quarter to $164M.

Based on Upper Left Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.